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Olympiad Research Portfolio holdings

AUM $48.1M
1-Year Est. Return 100.39%
This Fund
S&P 500
This Quarter Est. Return
+9.29%
1 Year Est. Return
+100.39%
3 Year Est. Return
+188.76%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$61.2M
AUM Growth
-$24.4M
Cap. Flow
-$27.6M
Cap. Flow %
-44.99%
Top 10 Hldgs %
31.51%
Holding
315
New
86
Increased
27
Reduced
46
Closed
145

Top Buys

Rank Stock Value
1
IWM icon
iShares Russell 2000 ETF
IWM
+$3.89M
2
AZEK
The AZEK Co
AZEK
+$1.8M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$1.15M
4
TXNM
TXNM Energy Inc
TXNM
+$963K
5
PRA
ProAssurance
PRA
+$876K

Top Sells

Rank Stock Value
1
EVRI
Everi Holdings
EVRI
+$2.51M
2
ENFN
Enfusion, Inc.
ENFN
+$2.5M
3
IPG
Interpublic Group of Companies
IPG
+$2.49M
4
SPR
Spirit AeroSystems
SPR
+$2.06M
5
AGS
PlayAGS
AGS
+$2.03M

Sector Composition

Rank Sector Weight
1 Industrials 15.43%
2 Technology 13.76%
3 Financials 12.4%
4 Consumer Discretionary 11.2%
5 Communication Services 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NYT icon
76
New York Times
NYT
$11.8B
$261K 0.43%
+4,655
New +$247K
HWM icon
77
Howmet Aerospace
HWM
$114B
$261K 0.43%
1,400
-2,152
-61% -$331K
APPN icon
78
Appian
APPN
$1.92B
$260K 0.43%
+8,721
New +$262K
BBWI icon
79
Bath & Body Works
BBWI
$4.11B
$259K 0.42%
+8,636
New +$253K
MTZ icon
80
MasTec
MTZ
$26.1B
$259K 0.42%
+1,518
New +$219K
TXRH icon
81
Texas Roadhouse
TXRH
$13.2B
$257K 0.42%
1,371
-876
-39% -$157K
MMM icon
82
3M
MMM
$91B
$255K 0.42%
1,672
-503
-23% -$71.9K
GRMN
83
Garmin
GRMN
$46.5B
$253K 0.41%
1,210
+105
+10% +$20.8K
DASH icon
84
DoorDash
DASH
$80.2B
$252K 0.41%
+1,024
New +$205K
SRDX
85
DELISTED
Surmodics
SRDX
$251K 0.41%
8,464
– –
AIG icon
86
American International
AIG
$42.3B
$250K 0.41%
+2,921
New +$243K
SWKS icon
87
Skyworks Solutions
SWKS
$9.39B
$249K 0.41%
+3,346
New +$223K
SHCO
88
DELISTED
Soho House & Co
SHCO
$249K 0.41%
33,829
– –
ACM icon
89
Aecom
ACM
$9.1B
$249K 0.41%
+2,202
New +$229K
XEL icon
90
Xcel Energy
XEL
$50.4B
$248K 0.41%
3,649
-529
-13% -$36.7K
RBRK icon
91
Rubrik
RBRK
$15.4B
$247K 0.4%
+2,760
New +$218K
CMCSA icon
92
Comcast
CMCSA
$82.1B
$246K 0.4%
6,895
-1,575
-19% -$54.5K
MANH icon
93
Manhattan Associates
MANH
$9.6B
$246K 0.4%
+1,245
New +$226K
FLS icon
94
Flowserve
FLS
$9.23B
$245K 0.4%
4,681
-1,436
-23% -$67.5K
UPBD icon
95
Upbound Group
UPBD
$1.22B
$244K 0.4%
+9,703
New +$227K
SGRY icon
96
Surgery Partners
SGRY
$2.01B
$243K 0.4%
+10,912
New +$243K
UBER icon
97
Uber
UBER
$138B
$242K 0.39%
+2,591
New +$213K
APH icon
98
Amphenol
APH
$182B
$242K 0.39%
+2,446
New +$200K
MATX icon
99
Matsons
MATX
$6.15B
$241K 0.39%
+2,167
New +$237K
AXS icon
100
AXIS Capital
AXS
$8.67B
$240K 0.39%
2,314
+311
+16% +$31K
2 3
4
5 6

Similar funds

PFA
Portland Financial Advisors Port Washington, New York $48.1M AUM 10.13% 1-Year Est. Return
RP
Regeneron Pharmaceuticals Tarrytown, New York $47.9M AUM 29.29% 1-Year Est. Return
FWM
FLP Wealth Management Bentonville, Arkansas $48.5M AUM 23.48% 1-Year Est. Return
CCG
Capital CS Group Irvine, California $48.6M AUM 11.64% 1-Year Est. Return
CT
ClearAlpha Technologies Greenwich, Connecticut $48.6M AUM 13.34% 1-Year Est. Return
IPHI
Inflection Point Holdings II New York $47.3M AUM
EGI
EAM Global Investors Solana Beach, California $47.1M AUM 320.45% 1-Year Est. Return
OM
OV Management Minneapolis, Minnesota $49M AUM 6% 1-Year Est. Return

Olympiad Research's Q2 2025 Portfolio in Review

As of Q2 2025, Olympiad Research held 315 positions worth $61.2M, down 28% from $85.6M the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Olympiad Research withdrew a net $27.6M in Q2 2025, closing 145 positions and reducing 46 holdings. Its most notable exit was Everi Holdings, an estimated $2.51M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 15% of assets, down from 19% a quarter earlier, followed by Technology and Financials.

Against the trend, Olympiad Research opened a new position in iShares Russell 2000 ETF worth $4.17M.

  • Olympiad Research's largest Q2 2025 buy was iShares Russell 2000 ETF: 19,306 shares worth $4.17M.
  • Olympiad Research added most to ProAssurance in Q2 2025, an estimated $876K increase.
  • Olympiad Research's biggest Q2 2025 reduction was Ansys, cutting an estimated $1.99M.
  • Olympiad Research fully exited Everi Holdings in Q2 2025, selling an estimated $2.51M.
  • Olympiad Research's ten largest holdings make up 32% of its $61.2M portfolio in Q2 2025.
  • Olympiad Research opened 86 new positions and closed 145 in Q2 2025.
  • Olympiad Research's portfolio value fell 28% quarter-over-quarter to $61.2M.

Based on Olympiad Research's 13F filing for Q2 2025, filed 8 Aug 2025.